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Annual General Meeting

Videos from AGM

All shareholders are invited to attend our Annual General Meeting taking place on:

Thursday 27 April 2017
Time: 11.00am – 2.00pm
Location: The Gardyne Theatre, Dundee

After lunch you will have an opportunity to hear from Craig Baker (Chief Investment Officer) and David Shapiro (Portfolio Manager) Willis Towers Watson (WTW), Alliance Trust’s new Investment Manager.

In addition, two of the equity managers within the portfolio will discuss their particular fund and investment approach. The managers are:


Hugh Sergeant George Fraise
CIO of Equities Founding Principal, Portfolio Manager
River and Mercantile Sustainable Growth Advisers (SGA)
Hugh’s process helps him identify value
at different stages of a company’s lifecycle
and provides signals as to when that value
might be unlocked.
SGA seeks to identify only those few truly
differentiated global businesses that possess
strong pricing power, offer recurring revenue
generation and benefit from attractive,
long-term growth.


We look forward to welcoming shareholders at this year’s AGM.

Alliance Trust will be organising a bus transfer to and from the AGM and Dundee train station.

The bus will leave from the train station by 10.25am, stopping at Dundee bus station en route, in order to allow time for registration prior to the AGM starting at 11.00am. Therefore, we will meet trains leaving Glasgow at 8.41am; Edinburgh at 9.00am and Aberdeen at 9.07am.

There will be a bus returning, via the bus station, to Dundee train station after lunch, at around 1.00pm and after the presentation by the new investment managers at around 2.10pm.

In order to gauge demand, it would be helpful if you could let us know if you would like to use the bus, please do so by contacting the Company Secretary’s office on 01382 321235 or by email





Risk Warning - Please note the value of investments and any income from them can go down as well as up. Your capital is at risk and you may not get back what you originally invested.

Alliance Trust PLC is listed on the London Stock Exchange and is registered in Scotland No SC1731. Registered office, 8 West Marketgait, Dundee DD1 1QN. Alliance Trust PLC gives no financial or investment advice.

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